Bluestem Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bluestem Financial Advisors’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,204	Closed	-$202K	–	29
2022 Q1	$202K	Buy	2,204 +11	+0.5%	+$1.05K	0.13%	28
2021 Q4	$226K	Sell	2,193 -36	-2%	-$3.72K	0.14%	24
2021 Q3	$228K	Buy	2,229 +16	+0.7%	+$1.68K	0.15%	27
2021 Q2	$228K	Buy	2,213 +14	+0.6%	+$1.4K	0.15%	27
2021 Q1	$216K	Buy	2,199 +11	+0.5%	+$1.13K	0.15%	27
2020 Q4	$240K	Buy	2,188 +76	+4%	+$8.46K	0.18%	27
2020 Q3	$236K	Sell	2,112 -24	-1%	-$2.73K	0.2%	25
2020 Q2	$239K	Buy	2,136 +14	+0.7%	+$1.53K	0.22%	24
2020 Q1	$226K	Sell	2,122 -18	-0.8%	-$1.88K	0.24%	18
2019 Q4	$215K	Buy	+2,140	New	+$217K	0.2%	19

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bluestem Financial Advisors's BLV Position: Q2 2022 in Review

Bluestem Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2022, closing a stake of 2,204 shares — an estimated $202K sold.

Bluestem Financial Advisors first reported a position in BLV in Q4 2019 and held it in 10 quarters. The position peaked at $240K in Q4 2020. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2022.

Bluestem Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Bluestem Financial Advisors sold 2,204 Vanguard Long-Term Bond ETF shares in Q2 2022, an estimated $202K.
Bluestem Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Bluestem Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $240K in Q4 2020.
256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2022.

Based on Bluestem Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.